• Expert in qualified retirement plan law (ERISA) for CPA firm of over 1,200 employees • Recommended appropriate investments for inclusion in client plans ($300M+ total assets)• Systematized annual meetings with plan trustees to fulfill fiduciary responsibility• Worked directly with client management and decision makers• Created investment allocation models with performance that exceeded industry benchmarks over 90% of the time• Specialized knowledge of Employee Stock… Show more • Expert in qualified retirement plan law (ERISA) for CPA firm of over 1,200 employees • Recommended appropriate investments for inclusion in client plans ($300M+ total assets)• Systematized annual meetings with plan trustees to fulfill fiduciary responsibility• Worked directly with client management and decision makers• Created investment allocation models with performance that exceeded industry benchmarks over 90% of the time• Specialized knowledge of Employee Stock Ownership Plans (ESOP)• Interpreted and incorporated client needs into operating plan document• Documented investment selection process using fiduciary analytics• Conducted internal training in qualified plan issues for senior staff • Leader of participant education in groups and individually• Power of Attorney representation of clients with Internal Revenue Service• Built client loyalty by maintaining strong focus on client relations• Consulting with clients based upon broad business and finance background Show less